Odoo-Modules/fusion_accounting_ai

Fusion Accounting AI

Conversational AI co-pilot for Odoo Accounting using Claude or GPT.

What it does

Embeds an AI agent in the Odoo Accounting menu. Users chat with the AI, which calls into Odoo via tool-functions (read journal entries, find unreconciled bank lines, draft follow-ups, generate audit reports, etc.). Tier 3 actions (financial writes) require user approval via in-chat approval cards.

Install profiles

This module works on three install profiles:

1. Pure Community + this module — AI uses pure Community searches via the data-adapter _via_community paths. Reduced functionality (no rich reports, no Enterprise bank-rec features) but all read tools work.
2. Community + this module + fusion native sub-modules (recommended target) — adapters route to fusion bank rec / fusion reports / etc. Full functionality.
3. Community + Enterprise + this module (legacy) — adapters route to Enterprise APIs. Most functionality available; some Enterprise-specific UI integration (e.g. live cursor in bank-rec widget) not supported.

Configuration

Settings -> Fusion Accounting AI -> set API keys for Claude (default) and/or OpenAI.

Troubleshooting

See CLAUDE.md in this module for known Odoo 19 gotchas.